BOCK FAMILY FOUNDATION INC (EIN 421526405) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

5154659843

Tax Period

2024-01-01 to 2024-12-31

BOCK FAMILY FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $387K in total revenue in fiscal year 2024. The organization ran a surplus of $186K, a strong 48% operating margin.

Mission

SUPPORT GOVERNMENT & NON-PROFIT ORGANIZATIONS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $87,012

Other Revenue $299,613

TOTAL REVENUE $386,625

Expense Breakdown

Grants Paid $194,756

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,756

Other Expenses $6,112

TOTAL EXPENSES $200,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$386,625	$372,892	+0.0%
Expenses	$200,868	$176,946	+0.1%
Net Income	$185,757	$195,946	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN BROMERT	Director	1.00	Director	$0	$0	$0
RUSSEL BURGETT	Director	0.00	Director	$0	$0	$0
JON PETERS	President	1.00	Officer Director	$0	$0	$0
JOHN POWELL	Director	1.00	Director	$0	$0	$0
JON WILLIAMS	Director	1.00	Director	$0	$0	$0
BRENT HALLING	Vice President	1.00	Officer Director	$0	$0	$0
JOYCE CONKLIN-VAN KIRK	Secretary	1.00	Officer Director	$0	$0	$0
SCOTT FINNESETH	Executive Dir.	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$386,625	$200,868	$4,280,234	$185,757
2023	$372,892	$176,946	$4,037,235	$195,946
2022	$134,735	$141,445	$3,728,489	$-6,710
2021	$297,957	$149,139	$3,735,199	$148,818
2020	$249,063	$162,284	$3,580,930	$86,779
2019	$339,021	$122,456	$3,494,151	$216,565
2018	$144,619	$140,618	$3,277,588	$4,001

BOCK FAMILY FOUNDATION INC